Marshall Wace
SMFG icon

Marshall Wace’s Sumitomo Mitsui Financial SMFG Stock Holding History

Marshall Wace’s Portfolio SMFG Stock Details SMFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$370K Sell
18,735
-57,417
-75% -$1.21M ﹤0.01% 2586
2025
Q4 		$1.47M Buy
76,152
+53,666
+239% +$930K ﹤0.01% 1738
2025
Q3 		$376K Buy
+22,486
New +$360K ﹤0.01% 2341
2024
Q4 		– Sell
-18,592
Closed -$235K – 2974
2024
Q3 		$235K Buy
+18,592
New +$246K ﹤0.01% 2244
2023
Q4 		– Sell
-14,147
Closed -$139K – 2581
2023
Q3 		$139K Sell
14,147
-1,275,034
-99% -$11.8M ﹤0.01% 2017
2023
Q2 		$11.1M Sell
1,289,181
-2,314,600
-64% -$19.1M 0.02% 687
2023
Q1 		$28.8M Buy
3,603,781
+2,309,306
+178% +$19.5M 0.06% 338
2022
Q4 		$10.4M Sell
1,294,475
-399,394
-24% -$2.54M 0.02% 772
2022
Q3 		$9.31M Buy
+1,693,869
New +$10.2M 0.02% 942
2022
Q2 		– Sell
-159,775
Closed -$1M – 3814
2022
Q1 		$1M Buy
+159,775
New +$1.14M ﹤0.01% 2454
2020
Q1 		– Sell
-10,177
Closed -$75K – 2025
2019
Q4 		$75K Buy
+10,177
New +$73.2K ﹤0.01% 1500
2019
Q2 		– Sell
-296,306
Closed -$2.08M – 1800
2019
Q1 		$2.08M Sell
296,306
-887,420
-75% -$6.35M 0.02% 723
2018
Q4 		$7.71M Buy
+1,183,726
New +$8.84M 0.08% 315

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace's SMFG Position: Q1 2026 in Review

Marshall Wace reduced its Sumitomo Mitsui Financial (SMFG) stake by 75% in Q1 2026, selling an estimated $1.21M and leaving 18,735 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #2586.

Marshall Wace first reported a position in SMFG in Q4 2018 and has held it in 13 quarters since. The position peaked at $28.8M in Q1 2023. 440 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

  • Marshall Wace held 18,735 shares of Sumitomo Mitsui Financial worth $370K as of Q1 2026.
  • Marshall Wace sold 57,417 Sumitomo Mitsui Financial shares in Q1 2026, an estimated $1.21M.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #2586 holding.
  • Marshall Wace first reported a position in Sumitomo Mitsui Financial in Q4 2018 and has held it in 13 quarters since.
  • Marshall Wace's Sumitomo Mitsui Financial position peaked at $28.8M in Q1 2023.
  • 440 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.